Help create Zoho application
Can someone help create the following? DESIGN Client – Name, Address, Status (active or inactive) Supplier – Name, Address, Status (active or inactive) Contact -First Name, Last Name, Status (active or inactive) Client (lookup field to Client), Mobile Phone Supplier (lookup field to Supplier) Mobile Phone Model, Mobile Phone Contract start date, Mobile Phone Contract length in months Populate random data and create 5 Clients (2 inactive), 5 Suppliers (2 inactive) and 20 contacts (5 inactive) Ensure
Calendar default view in Zoho email app
Hi, I use the calendar in "Week" mode so that I can see meetings on weekends as well as Mon-Fri. Until 2 days ago my default view of the calendar would start at around 7am or 8am (I never really paid exact attention). This was a perfect view because 99%
Delete purchase order
Hi, Accidentally done action as received. While deleting the purchase order, received an error " Purchase orders that have been partially or fully received, cannot be deleted". Please help how can i delete it. Regards, Hemnath.D
Insert Signature into other Form/Report
Hi All, I'm currently looking for a way to have Form A containing a Signature Field and automatically making entries into Form B (or rather Report B) using the Signature made by the user in Form A. Upon attempting this via insert record, I'm informed
Combine 4 SQL sub-query into Single query (ZOHO Analytics)
ZOHO Analytics is a database which supports SQL syntax of MySQL, SQL server, Oracle, PostgreSQL, etc... I'm using syntax of MySQL. I am able to construct the whole SQL, it consists of 4 levels of sub-query, but here's the problem. ZOHO Analytics only
Call recordings and Call Logs on Zoho CRM mobile app
Hi I how do I use the Zoho CRM mobile app to record call logs and call recordings and be able to download them via the app. I would also like to know how to add another number that will be on another mobile device that does the call logs recording and
[Integrating with ZoHo CRM] field mapping missing a dozen fields from CRM
Hi, I am trying to integrate a form into ZoHo CRM - specifically into the 'leads' module - but a bunch of the fields in the CRM are not appearing in the drop-down box. All of the fields from the form are there. Is their a limit to how many fields can be mapped or something?
Transfer ownership (and billing) of Zoho Creator app to another user?
Gents, I created a Zoho Creator app under my user, but now I need to transfer it to another user (for billing and management purposes). How can I do that? []s Manoel
How to set a custom data record point into Zoho CRM from your Zoho Form?
Hey Zoho Community! I have a 4 page zoho form with different data being collected throughout but I'd like to know how I can make it so the moment the first page (essentially Name and Email) is complete the user data is already created in Zoho CRM. Then
Make Vaccination Status Alert Dismissable
I understand alerting admins to the new functionality. However, not every company will be enabling that feature, so let us dismiss the notice. edited to add: Crud, I meant to post this in the Zoho People forum.
auto assign
Hello, How can I auto assign ticket depending on who receive the email? I have 4 emails that redirect the emails to zoho desk. If the person that received the email is "bob@hotmail.com", I want to assign the ticket to someone. To address and email dont
Standard Field Lengths
Hello, Sorry if this is basic but is there an easy way to find out the length (e.g. number of characters) allowed in each of the standard fields. I could do trial-and-error I suppose but I'm really looking for a list of the standard fields with the field length for each. Thanks, Chris
can't add contacts
I have tried importing contacts from a file, but it doesn't work. My file has just 3 fields: first name,last name,email address When I put that header at the top of the file it won't import. I have tried .csv .xls and .xlsx. None worked. What exactly should the header be in order for this to work. I have also tried selecting fields in the map fields page, but that didn't work either.
Zoho doesn't stay logged in for very long
Hello! So it seems I have to log in again every few weeks or so even though I've selected "remember me" every time. This is rather annoying seeing as I can't open up the doc I'm working on without first navigating to somewhere on the website that allows
Zoho is confusing
I am finding that the lack of integration among the various parts of Zoho is really confusing. I started with a Zoho account. Then I started using it for Zoho Business. It's not clear if they are all part of the same space or not. Then I registered a custom domain. So I had mail addresses where some had a 'zoho.com' domain, and others had that domain. It seemed pretty arbitrary which one was active or relevant during a particular session. I add users to Zoho Projects, but it's unclear if they
Concatenate Multiselect & Checkbox fields in a formula field w/ a conditional comma.
I want to combine the selected choices of a multi-select (dropdown) field and a checkbox field with a comma between the two within a formula field. However, one of these fields might sometimes be empty, so Multiselect +", " +Checkbox would leave me w/
Adding SubForm Entry Count to Merge Document
Hi! I have a form with a subform that I am using to populate a merge template. I am waiting to populate a field for the total number of subform entries for the main record. I have looked at formulas, but can't figure out how to accomplish this. Than
Changing the name of Record Template sent as attachment in SendMail
Im looking to send a Record Template of a Report as a PDF....with a customized file name...as an attachment on a sendmail. any help? Charles
BCC from desk to crm
I want to automatically forward all replies sent in zoho desk to zoho crm via the BCC address that I have generated in CRM
Your ZSC key is no longer valid. Change your ZSC key for the already configured CRM account.
We just update our email associate with our account in zoho crm and zoho campaign. Our problem right now is in the Zoho Campaign Settings-> integrations the email there is the previous email that we used. I try to add the new email that we are using now but the problem is it says that the user is already exist. Confusing
Upload a Document to Zoho Docs from File Upload in Creator
Hi everyone, Is there any way someone can help - I would like it so that when someone uploads a doc in a creator form - it is sent to Zoho Docs. I've tried asking the Zoho team for help but they just give me a link to the Zoho Docs API User Guide and I can't follow how that is supposed to work. Any help would be appreciated. A step by step guide would be loved!
PHP SDK in CRM: can the logger be configured to output to stdout or stderr, instead of being an instance of com\zoho\api\logger\Logger
Hi, I have a few questions for you: 1. When I try to use a different logger, using php SDK with Zoho CRM, I get an error message Argument 1 passed to com\zoho\crm\api\InitializeBuilder::logger() must be an instance of com\zoho\api\logger\Logger For someone
Unable to add several fields in a custom view
Hello, Several fields are unavailable to be displayed in a item list custom view. In particular, fields like item weights, dimensions, and units are simply not available, and it begs the question why every field isn't available in the custom view? I
Zoho inbuilt Telephony made a lot of issues
Hi there, I am a user that I am working with zoho inbuilt telephony around 1 month. Non of my colleagues are happy with this app! most of the time customer cannot hear my customer service team, customers say our voice is breaking. whenever Telephony support
apply price list to multiple customer at one time
how can i apply same price list to multiple customer in one time?
Copy from one field to another using Custom Functions
Hi, I have attempted to write the following function to copy the purchase price to sell price when the purchase price is updated on an Item. Once I have solved this I then need to draft a function to update the purchase price from the most recent purchase
Make first name mandatory
Hi, I am a Zoho One customer and I operate in the B2C space. So, instead of Last name being mandatory, I want the first name and email to be mandatory fields for leads as well as contacts. How do i do this?
What's New in Zoho Payroll [India Edition]: December 2021
Hello everyone, We are excited to bring you all the new features and enhancements we've rolled out in Zoho Payroll last month. Here are the major updates: Authenticate your email address domain in Zoho Payroll In Zoho Payroll, you can configure the email
What is Zoho Voice?
Any business that is looking to expand its reach will think of national and international growth. If you are already a part of a business or an owner then you would know the importance of seamless communication. To be able to make this communication possible,
Customers can view Tickets of other users in their account Setting
Is it possible to enable this, but default it to off when contacts are associated with an account? We don't want all users to have this access by default so it's extra work to have to uncheck this for every user.
How to access text field labeled "Reason for Loss" when Deal Stage is set to Closed Lost?
When we mark a deal as Closed Lost, a Verify Details pop up screen appears and lists 4 fields: Amount Closing Date Stage Reason for Loss I want to create custom categories and reasons so that I can provide our internal teams with information about why
# brings up something
Hi, If I type in a word preceded by a # sign in Notebook then I get a popup as in the image. Any idea what this is or what it is for?
The image URL from Ticket API response is wrong
I attached a image when replying to a ticket on Zoho Desk. And the image URL that I got by inspect that image is image URL. But when I try to get that image URL by using "GET /api/v1/tickets/{ticket_id}/threads/{thread_id}", the URL I got is: https://desk.zoho.com/api/v1/threads/602128000001041131/inlineImages/edbsnb6e73af32a96c8276baef2cfab2e75aba2e8e4ec0c3cc97af961d8b596f17a305f07461bd45562191b6f936e0ca8394eda32ccae832833b938f6eea96a341ba47773348c8ddb0f2139359c3c3c39cd32?et=17dadeeac68&ha=ae044241b921f21304110139d38c2801b7a017624cebe792ab1d1ce3d6b0547f&f=1.png.
Sending Test Email Not Working - "Failed to send test email. Please try again later." Error
I am trying to send a test email out to my email address in order to review it before I blast it out to my list, but every time I try and send the test, I get the following message: Failed to send test email. Please try again later. Can someone assist
No button
This link https://help.zoho.com/portal/en/kb/notebook/integrations/articles/notebook-and-google-drive indicates that there should be a button for exporting to Gooogle Drive. But there is no button. So how should it be?
Cliq 3.0 webinar
Hello all, Recently we conducted a webinar, covering the features that we released in Cliq 3.0. For those who missed attending the webinar, here is a recording of the webinar. Do watch the webinar and try our latest features. Regards, Priya
Can't use bot webhook, receiving 401 Unauthorized
I've created a custom bot and activated the default "Incoming Webhook Handler" code. Then I tried to send a POST on its "Incoming Webhook Endpoint" (something like this: https://cliq.zoho.eu/api/v2/bots/{bot-name}/incoming) and appended the token I created
Exception in authenticating
Hello, I am using v4 of the PHP SDK. My expectation is that a user would have to authenticate once. Once the user has stored the grant/refresh tokens on the website that will be querying the Zoho API, the user should not need to authenticate again. However,
Set the calendar booking link time zone drop down to the browser's local time.
People very often do not notice or use the time zone drop-down on the calendar booking page. The time zone defaults to the company's time zone. This is a serious problem for companies that have candidates and clients across multiple time zones. Appointments
REST API
i pass from postman the json body as raw in REST API OF ZOHO.I am getting the json body in the field of the crm but not able to fetch in my inside my rest api function. SAMPLE JSON DATA {"data": [ {
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